Convert Forecast Time into a Time Entry

(This will require a Forecast module license.)

This guide covers how to convert Forecast timeTime in the future that has not yet happened but is planned. This will assist you in forward planning your work and lets your manager know when you are available. Forecast time can be converted into a Time entry when the work is completed. in the Day view. To add forecast time in the CalendarViewThis view will display the timesheet in a chronological order. It holds all of the same functions as the standard Day view but offers alternative methods for Merging time entries. You can also drag items to increase / decrease the duration. click here.

To convert Forecast time into a time entry, do the following:

  1. In the Day view, click the Edit button for the Forecast entry that is to be converted. The time entry will open displaying the current client matter details that have been completed.

  1. The time entry can be edited now if required. Click the CONVERT button to remove the Forecast status and convert the entry to a time entry.

  1. The entry will be saved with a status of either INCOMPLETE or READY, according to the validation rules that have been applied by the firm.